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May 29, 2018
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Export All Person Details? Not just Activity Log

  • May 29, 2018
  • 2 replies
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Hello,

Is it possible to export all of a person's details aside from the Activity Log history that are in the Info, Company Info, Opportunity Info, SFDC Info tabs?

Thank you,

Shirleen

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Best answer by pavel_plachky

You can get all the Info, Company Info, and SFDC Info tabs by creating a smart list that will target only this one person (for example by selecting email="john.doe@example.com"). Then you can export this person's data by exporting this list and selecting all fields. This will get you all the person fields. See pages 34-36 in Marketo's GDPR ebook here: The GDPR and The Marketer: A Practical Guide for the Marketo Customer  for very detailed instructions

2 replies

pavel_plachky
pavel_plachkyAccepted solution
New Participant
May 29, 2018

You can get all the Info, Company Info, and SFDC Info tabs by creating a smart list that will target only this one person (for example by selecting email="john.doe@example.com"). Then you can export this person's data by exporting this list and selecting all fields. This will get you all the person fields. See pages 34-36 in Marketo's GDPR ebook here: The GDPR and The Marketer: A Practical Guide for the Marketo Customer  for very detailed instructions

May 29, 2018

Thanks Pavel - That's exactly what I needed.

Grégoire_Miche2
New Participant
May 29, 2018

You will not have opportunity info that way...

-Greg

Grégoire_Miche2
New Participant
May 29, 2018

Hi Shirleen,

The REST API offers almost all this, unless you have your Marketo sync'ed with a CRM (in which case opportunities will not be accessible).

-Greg

May 29, 2018

Hi Greg,

Is there documentation of how we can use the REST API to export all the data? This would be a good option to have as well.

Thank you,

Grégoire_Miche2
New Participant
May 29, 2018

http://developers.marketo.com/rest-api/endpoint-reference/lead-database-endpoint-reference/

Documentation is not enough, you will also need a developer

-Greg